|Submission Date||Aug. 22, 2011|
PAE-T2-9: Investment Disclosure
Communications and Training Officer
Physical Plant and Capital Planning Services
Does the institution make a snapshot of its investment holdings, including the amount invested in each fund and/or company and proxy voting records, available to the public?:
A brief description of the institution’s investment disclosure practices:
Total fund or Individual holdings of the Retirement Plans and of the Operating & Endowment Fund are available to the Western community upon request. The University has mandated the external investment managers that it has contracted to vote the proxies in the best interest of the fund. For the university’s assets that are invested in pooled funds, it does not have the ability to vote proxies, as the university’s assets are commingled with those of other investors. Most of the university’s stock investments are in pooled funds.
The website URL where information about investment disclosure available:
The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution and complete the Data Inquiry Form.